A leading financial institution migrated its Contract Management System into its merger partner’s system. The organization needed a phased approach for contract review and remediation as part of its post-merger due diligence.Protiviti’s legal consulting team developed a multifaceted solution and delivered a complete system remediation under budget.
The financial institution saw the project as an opportunity to improve its contract management system’s functionality and achieve uniformity across enterprisewide systems.
Phase 1: Migrated 15,000 contracts from Salesforce to Selectica, followed by review and remediation that was efficiently planned and overseen by our consultantsPhase 2: Migrated 26,000 contracts from Selectica to Ariba, followed by review and remediation with quality control and oversight by our consulting teamThroughout Phase 2, our attorneys and consultants worked from our dedicated project space in Chicago to help the client’s contracts team achieve systems uniformity throughout the enterprise.
Based on our success with the first phase of the project, the organization engaged our team to complete the next phase to ensure the desired system uniformity.
